TASK MANAGEMENT

Here most important aspect of Office i.e. Task Management will be taken care.

Email to client for a task
Communication against a Task:  Here you can send any Email to the clients against a particular Task. You can also keep date wise log of all the teleph...
Thu, 25 Jan, 2024 6:11 PM
Close 1 task at a time
Task Closure: Once the task is completed, system is automatically updated no need to feed any data relating completion of task manually,If the data is...
Thu, 25 Jan, 2024 6:14 PM
Close many tasks in single go
Closure of Multiple Tasks: Navigate to your ERPCA's TASKBOARD. Refer following screenshot. Choose the tasks you want to close Please note ...
Thu, 25 Jan, 2024 6:18 PM
Delete multiple task
The rights to delete multiple task is restricted to super admin of corresponding account.He can further delegate rights to other team members. ...
Thu, 25 Jan, 2024 7:04 PM
Update/Added task status
Task Status:  Task status can be added or created by Admin. Navigate: from main menu click on "System Config ---> Task Status". You can...
Thu, 25 Jan, 2024 7:13 PM
NON-BILLABLE TASK
 Non-Billable Task:  Task status can be created by Admin. Navigate: from main menu click on "System Config ---> Non-Billable Task"...
Fri, 26 Jan, 2024 10:15 AM
Access user workload analysis
Resource Load Analysis:    You can view the work load for a particular resource by workcategory. Navigate from the main menu "Taskboard ---&g...
Mon, 29 Jan, 2024 11:52 AM
Assign reviewer to a task
How To Assign A Reviewer To Task: There are 3 ways to assign reviewer for task 1. Manual Task Creation- You can also assign task to reviewer 2...
Mon, 29 Jan, 2024 11:57 AM
Review task(s) submitted by teammates
How to review the task:     From the main menu "Task ---> All Task ---> My Review Board". Anyone can access this page. Review Board yo...
Mon, 29 Jan, 2024 11:59 AM
Submit task(s) for review
How to submit task for review:   If You want to submit task for review to any other resource/Senior person,you can do it through Action drop down by s...
Mon, 29 Jan, 2024 12:01 PM